Tax Court Holds that Owner of Variable Life Insurance Policy is Taxable on ‘Inside Buildup’ based on Investor Control In the first judicial decision on investor control in thirty years, the IRS scores a landmark victory...
Supreme Court Rules in Favor of the Affordable Care Act (Again) By Aaron P. Borden On June 25, 2015, the Supreme Court ruled that the Affordable Care Act (“ACA”) individual tax credit, codified in Code § 36B, extends to...
IRS Announcement Casts a Cloud of Uncertainty on the Tax Treatment of Intentionally Defective Grantor Trusts By Anthony P. Daddino Intentionally Defective Grantor Trusts, or IDGTs, are popular estate planning tools. For...
THREE QUESTIONS By Alan K. Davis Does your Will benefit charity?[1] Is your estate small enough to avoid an estate tax?[2] Do you trust your family?[3] If you answer yes to these questions, you may want to revise...
Recent Decisions Highlight the Importance of Proper Planning with Self-Directed IRAs Using a self-directed IRA to operate a business or acquire real estate requires meticulous planning and careful execution. The failure to...
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